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Roku’s Business Model Explained

And why its spat with Google is a major problem

Tony Yiu
Alpha Beta Blog
Published in
4 min readNov 9, 2021

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As an investor, you get used to looking down on hardware companies. Hardware tends to be easy to replicate and substitute — in MBA speak, if all you do is hardware you lack barriers to entry and are at risk of commoditization. This means the second that other companies notice you making some sweet profits, they will come in and…

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Tony Yiu
Alpha Beta Blog

Data scientist. Founder Alpha Beta Blog. Doing my best to explain the complex in plain English. Support my writing: https://tonester524.medium.com/membership